Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,435
+$1,509 QoQ
Shares Held
12
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,322
of 1,401 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MOTCO holds $16,033,579 across 9 Financial Data & Stock Exchanges names. MCO ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
17,081 | $6,581,320 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
45,617 | $5,615,908 | |
| 3 | CME |
Cme Group Inc.
|
17,162 | $3,789,883 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
305 | $24,040 | |
| 5 | FDS |
Factset Research Systems Inc
|
67 | $15,415 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
12 | $5,435 | |
| 7 | COIN |
Coinbase Global, Inc.
|
5 | $730 | |
| 8 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,435 | 12 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,926 | 9 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,597 | 9 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $51,936 | 109 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $54,673 | 109 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $50,760 | 109 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,573 | 16 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $748,428 | 1,577 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $663,806 | 1,577 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $619,808 | 1,577 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,248 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,058 | 16 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,563 | 16 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,754 | 9 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,507 | 9 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,187 | 9 | Shares | Sole | 2022-11-03 | |
| 2020-12-31 | $2,902 | 10 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,898 | 10 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,747 | 10 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,115 | 10 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||